Full-Time

Wealth Operations Officer III

Posted on 2/19/2025

TD Bank

TD Bank

11-50 employees

Personalized wealth management and financial planning

Fintech
Financial Services

Compensation Overview

CA$47.2k - CA$66.6kAnnually

Junior, Mid

Toronto, ON, Canada

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Customer Service
Excel/Numbers/Sheets

You match the following TD Bank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Ability to adhere to strict deadlines and handle high volumes of work
  • Excellent quantitative and analytical skills
  • Excellent organizational and time management skills
  • Ability to work independently, as well as part of a team
  • Self-motivated and goal-oriented
  • Ability to adapt to changing policies and procedures
  • Attention to detail is crucial
  • Sound knowledge of Microsoft Office, proficiency in Excel is a must, coupled with the ability to learn and apply skills to new software programs
Responsibilities
  • Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology
  • Supports partner relationships and is responsible for maintaining operational effectiveness to ensure business objectives, Service Level Goals and CEI targets are met
  • Reports to a Team Manager within the Team Structure
  • Positively contribute to the overall customer experience and loyalty index in each interaction
  • Ensure customer problems are handled appropriately by utilizing the established partner problem resolution process both internally and externally and escalating when required
  • Create and/or recognize exceptional customer service through established programs
  • Ensure all required processing and enquiries are fulfilled meeting Service Level Goals
  • Provide subject matter expertise for internal and external partners within defined area
  • Complete assigned tasks accurately & within established standards
  • Actively participate in daily touch points and work distribution
  • Contribute to the achievement of satisfactory audits by understanding & following audit and process guidelines
  • Identify areas of risk and escalate as necessary
  • Be knowledgeable and comply with Bank Codes of Conduct
  • Identify, suggest and actively participate in process improvements
  • Understand and apply bank/service centre operating policies and procedures
  • Demonstrate flexibility by adapting to change within business area and unit
  • Adopt new process and technology improvements
  • Ensure necessary due diligence is taken to support the accuracy of all transactions

TD Bank provides wealth management services aimed at helping Canadians grow, manage, and protect their wealth. Their approach involves understanding each client's unique goals through a detailed discovery process that incorporates behavioral finance to create a personalized Wealth Personality™ profile. This profile guides the development of a customized wealth strategy that adapts to the client's life priorities, focusing on building net worth, implementing tax-efficient strategies, protecting assets, and planning for legacy. Unlike many competitors, TD Bank emphasizes a personalized and holistic approach to financial planning, ensuring that advice is relevant and tailored to individual needs.

Company Size

11-50

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1955

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital banking adoption is driving demand for enhanced mobile banking features.
  • Open banking allows TD Bank to collaborate with fintech for personalized services.
  • Sustainability trends support TD Bank's focus on green finance initiatives.

What critics are saying

  • Competition from fintechs pressures TD Bank to innovate rapidly.
  • Rising interest rates may reduce demand for new home loans.
  • Remote work trends could impact TD Bank's commercial real estate investments.

What makes TD Bank unique

  • TD Bank is leveraging AI for advanced fraud detection and prevention.
  • The bank is integrating ESG criteria into its lending and investment decisions.
  • TD Bank is exploring blockchain for cross-border transaction efficiency.

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Benefits

Health Insurance

Paid Vacation

Flexible Work Hours

Professional Development Budget

Mental Health Support

Wellness Program

Performance Bonus

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